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iShares Core Moderate Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CIAS
201
Capital Investment Advisory Services
North Carolina
$127K -$239K -5,390 -65%
NC
202
NewSquare Capital
Pennsylvania
$125K +$128K +2,880 New
DWM
203
Darwin Wealth Management
Florida
$122K -$66.3K -1,495 -35%
LOIP
204
Live Oak Investment Partners
Texas
$121K
GRP
205
Global Retirement Partners
California
$113K +$28.6K +645 +33%
SS
206
Sunbelt Securities
Texas
$111K +$4.61K +104 +4%
WA
207
WestEnd Advisors
North Carolina
$110K +$112K +2,524 New
HFS
208
Hantz Financial Services
Michigan
$107K +$109K +2,465 New
PCMC
209
Private Capital Management (Colorado)
Colorado
$103K -$31K -700 -23%
TAM
210
Tucker Asset Management
Colorado
$88.6K +$90.5K +2,040 New
FFA
211
Founders Financial Alliance
North Carolina
$85.2K -$45.9K -1,034 -35%
VHAM
212
Van Hulzen Asset Management
California
$83.9K +$85.7K +1,932 New
SL
213
Salomon & Ludwin
Virginia
$77.3K -$2K -45 -2%
ME
214
McIlrath & Eck
Washington
$76.4K -$117K -2,647 -60%
CWC
215
Carolinas Wealth Consulting
North Carolina
$76K -$10.3K -232 -12%
Northwestern Mutual Wealth Management
216
Northwestern Mutual Wealth Management
Wisconsin
$73.3K +$54.6K +1,230 +269%
GC
217
Gould Capital
Washington
$72.5K +$13.3K +300 +22%
PA
218
Parallel Advisors
California
$71.7K -$3.46K -78 -5%
HIA
219
Harbor Investment Advisory
Maryland
$69.2K -$3.19K -72 -4%
Fidelity Investments
220
Fidelity Investments
Massachusetts
$68K +$69.5K +1,566 New
PCFFS
221
Pacific Center for Financial Services
California
$67.1K +$1.2K +27 +2%
CAWM
222
Capital A Wealth Management
Pennsylvania
$60.4K +$61.7K +1,390 New
GWM
223
Geneos Wealth Management
Colorado
$57.9K
JFA
224
JNBA Financial Advisors
Minnesota
$56.8K +$2.08K +47 +4%
T
225
Transce3nd
Texas
$54.8K +$55.9K +1,261 New